Broker Check

Advisor Desktop

By combining the elements Advisors need most to run their day, information and accessibility – our Advisor Desktop allows you to access client account information, enter orders, view production statistics, and monitor your book in one easy-to-navigate application.

Dashboard Highlights:

  • A library of widgets allows you to build a custom Dashboard
  • One-click navigation to any area of the application
  • Back & forward arrows for easy navigation
  • Ability for Advisors to group accounts and build households
  • Real-time Moneyline and Production widgets to manage your business  

Account Summary:

  • View Positions, balances and activity in one area
  • Quickly navigate between accounts by using tab features
  • Pie charts and formatted client reports
  • Year-To-Date information at the click of a button
  • Contact and document information at your fingertips

Holding Summary & Holding Detail:

  • View all positions across your book of business
  • Review all accounts that hold the position by selecting a specific holding
  • Launch order entry from this screen

Order Entry:

  • Enter equity, option & mutual fund trades on one screen
  • View order history without leaving the order entry screen
  • Delayed or real-time quotes appear when symbol is entered
  • Alerts notify user of executions or cancel status